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GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 401k Plan overview

Plan NameGROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES
Plan identification number 504

GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

FORESTERS FINANCIAL has sponsored the creation of one or more 401k plans.

Company Name:FORESTERS FINANCIAL
Employer identification number (EIN):132608328
NAIC Classification:523120
NAIC Description:Securities Brokerage

Additional information about FORESTERS FINANCIAL

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1957-06-24
Company Identification Number: 203698

More information about FORESTERS FINANCIAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042020-01-01ALISON HARVEY-CHUTER2021-10-13
5042019-01-01ALISON HARVEY-CHUTER2020-10-07
5042018-01-01SANDRA JOHNSON2019-10-15
5042017-01-01
5042016-01-01
5042015-01-01MARJORIE SOLOWEY
5042014-01-01MARJORIE SOLOWEY
5042013-05-01MARJORIE SOLOWEY
5042012-05-01WILLIAM LIPKUS
5042011-05-01WILLIAM LIPKUS
5042010-05-01WILLIAM LIPKUS
5042009-05-01WILLIAM LIPKUS

Plan Statistics for GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES

401k plan membership statisitcs for GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES

Measure Date Value
2020: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2020 401k membership
Total participants, beginning-of-year2020-01-01523
Total number of active participants reported on line 7a of the Form 55002020-01-01312
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01312
Number of employers contributing to the scheme2020-01-010
2019: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2019 401k membership
Total participants, beginning-of-year2019-01-01523
Total number of active participants reported on line 7a of the Form 55002019-01-01523
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01523
Number of employers contributing to the scheme2019-01-010
2018: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2018 401k membership
Total participants, beginning-of-year2018-01-01300
Total number of active participants reported on line 7a of the Form 55002018-01-01523
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01523
Number of employers contributing to the scheme2018-01-010
2017: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2017 401k membership
Total participants, beginning-of-year2017-01-01337
Total number of active participants reported on line 7a of the Form 55002017-01-01360
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01360
2016: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2016 401k membership
Total participants, beginning-of-year2016-01-01297
Total number of active participants reported on line 7a of the Form 55002016-01-01337
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01337
2015: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2015 401k membership
Total participants, beginning-of-year2015-01-01278
Total number of active participants reported on line 7a of the Form 55002015-01-01297
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01297
2014: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2014 401k membership
Total participants, beginning-of-year2014-01-01255
Total number of active participants reported on line 7a of the Form 55002014-01-01278
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01278
2013: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2013 401k membership
Total participants, beginning-of-year2013-05-01255
Total number of active participants reported on line 7a of the Form 55002013-05-01255
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-010
Total of all active and inactive participants2013-05-01255
2012: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2012 401k membership
Total participants, beginning-of-year2012-05-01226
Total number of active participants reported on line 7a of the Form 55002012-05-01255
Total of all active and inactive participants2012-05-01255
Total participants2012-05-01255
2011: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2011 401k membership
Total participants, beginning-of-year2011-05-01219
Total number of active participants reported on line 7a of the Form 55002011-05-01226
Total of all active and inactive participants2011-05-01226
Total participants2011-05-01226
2010: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2010 401k membership
Total participants, beginning-of-year2010-05-01224
Total number of active participants reported on line 7a of the Form 55002010-05-01219
Total of all active and inactive participants2010-05-01219
Total participants2010-05-01219
2009: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2009 401k membership
Total participants, beginning-of-year2009-05-01248
Total number of active participants reported on line 7a of the Form 55002009-05-01224
Total of all active and inactive participants2009-05-01224
Total participants2009-05-01224

Form 5500 Responses for GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES

2020: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan benefit arrangement – InsuranceYes
2012: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan benefit arrangement – InsuranceYes
2011: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan benefit arrangement – InsuranceYes
2010: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Submission has been amendedNo
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planNo
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan benefit arrangement – InsuranceYes
2009: GROUP LONG TERM DISABILITY BENEFITS FOR EMPLOYEES OF FIRST INVESTORS CORPORATION AND AFFILIATES 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number244366
Policy instance 1
Insurance contract or identification number244366
Number of Individuals Covered312
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $8,267
Total amount of fees paid to insurance companyUSD $590
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $58,942
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,989
Amount paid for insurance broker fees590
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number244366
Policy instance 1
Insurance contract or identification number244366
Number of Individuals Covered523
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number244366
Policy instance 1
Insurance contract or identification number244366
Number of Individuals Covered300
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $4,162
Total amount of fees paid to insurance companyUSD $2,475
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $54,102
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,162
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerOVERRIDE
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number244366
Policy instance 1
Insurance contract or identification number244366
Number of Individuals Covered360
Insurance policy start date2016-05-01
Insurance policy end date2017-04-30
Total amount of commissions paid to insurance brokerUSD $7,163
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $52,711
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,398
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameUSI INSURANCE SERVICES LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number215058G
Policy instance 1
Insurance contract or identification number215058G
Number of Individuals Covered297
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $5,463
Total amount of fees paid to insurance companyUSD $813
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $51,028
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,697
Amount paid for insurance broker fees813
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameUSI INSURANCE SERVICES, LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number215058G
Policy instance 1
Insurance contract or identification number215058G
Number of Individuals Covered278
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $5,265
Total amount of fees paid to insurance companyUSD $702
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $48,305
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,265
Insurance broker organization code?3
Amount paid for insurance broker fees702
Additional information about fees paid to insurance brokerBONUS
Insurance broker nameUSI INSURANCE SERVICES, LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number215058G
Policy instance 1
Insurance contract or identification number215058G
Number of Individuals Covered255
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $5,117
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $46,030
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,117
Insurance broker organization code?3
Insurance broker nameUSI INSURANCE SERVICES, LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number215058G
Policy instance 1
Insurance contract or identification number215058G
Number of Individuals Covered255
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $5,117
Commission paid to Insurance BrokerUSD $5,117
Insurance broker organization code?3
Insurance broker nameUSI INS SERVICES, LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number215058G
Policy instance 1
Insurance contract or identification number215058G
Number of Individuals Covered226
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $5,018
Total amount of fees paid to insurance companyUSD $1,692
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,414
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number215058G
Policy instance 1
Insurance contract or identification number215058G
Number of Individuals Covered219
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $5,282
Total amount of fees paid to insurance companyUSD $909
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,386
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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